State-of-SaaS and Deep Collaboration (with Jake Saper from Emergence Capital)
ACQ2 by Acquired
00:00
Navigating the SaaS Investment Landscape
This chapter explores the current investment priorities at Emergence Capital, focusing on key themes like industry cloud and machine learning applications. It examines the evolving SaaS market, the potential for companies to thrive independently, and how macroeconomic factors are influencing valuation trends. The conversation also highlights the emerging significance of second-tier companies in the acquisition landscape and the implications of expanding Total Addressable Markets.
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